Institutions / Farmer Steven Patrick
Farmer Steven Patrick
CIK 1636661 · Institution · as of Jun 30, 2022
Portfolio value
$6.42B
Positions
310
As of
Jun 30, 2022
Top holdings
Jun 30, 2022View all 310 →
| Company | Value | % of portfolio |
|---|---|---|
| Pepsico IncPEP | $173.97M | 2.7% |
| Progressive CORP/OHPGR | $157.19M | 2.4% |
| Diageo PLC | $152.54M | 2.4% |
| Paychex IncPAYX | $146.35M | 2.3% |
| Lockheed Martin CorpLMT | $140.63M | 2.2% |
| Fastenal CoFAST | $140.28M | 2.2% |
| Chubb LtdCB | $137.32M | 2.1% |
| Microsoft CorpMSFT | $133.74M | 2.1% |
| Southern CoSO | $133.05M | 2.1% |
| Snap-on IncSNA | $130.02M | 2.0% |
| Nestle SANSRGY | $124.42M | 1.9% |
| Linde PLC | $123.26M | 1.9% |
| Chevron CorpCVX | $118.19M | 1.8% |
| Colgate Palmolive CoCL | $116.87M | 1.8% |
| Broadridge Financial Solutions, Inc.BR | $115.74M | 1.8% |
| Home Depot, Inc.HD | $111.80M | 1.7% |
| Brookfield Infrastructure | $110.54M | 1.7% |
| Rayonier IncRYN | $109.48M | 1.7% |
| Polaris Inc.PII | $108.56M | 1.7% |
| Northern Trust CorpNTRS | $107.60M | 1.7% |
| Analog Devices IncADI | $103.62M | 1.6% |
| Entergy Corp /DeETR | $99.32M | 1.5% |
| Sl Green Realty CorpSLG | $95.95M | 1.5% |
| Weyerhaeuser CoWY | $94.79M | 1.5% |
| Digital Realty Trust, Inc.DLR | $92.40M | 1.4% |
Activity
Jun 30, 2022
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.